Purchases and Sales Made in Q1 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.79K+ 0.7% |
$224K - $296K
|
258K
$62.6M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.79K+ 6.93% |
$224K - $296K
|
27.7K
$6.71M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
1.79K+ 3.76% |
$224K - $295K
|
49.4K
$12M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.79KNew |
$224K - $295K
|
1.79K
$434K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.79K+ 0.85% |
$223K - $295K
|
213K
$51.7M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.79K+ 0.14% |
$223K - $294K
|
1.25M
$304M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.77K+ 1.65% |
$222K - $292K
|
109K
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.77K+ 7.07% |
$221K - $292K
|
26.8K
$6.5M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.77K+ 11.04% |
$221K - $291K
|
17.7K
$4.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.76K+ 0.73% |
$221K - $291K
|
244K
$59.3M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.76K+ 14.42% |
$219K - $289K
|
13.9K
$3.38M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.75K+ 19.78% |
$219K - $289K
|
10.6K
$2.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.73K+ 20.32% |
$217K - $286K
|
10.3K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.7K+ 12.76% |
$213K - $281K
|
15.1K
$3.65M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.7K+ 3.54% |
$212K - $280K
|
49.7K
$12.1M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 14.21% |
$212K - $280K
|
13.7K
$3.31M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 25.35% |
$212K - $279K
|
8.37K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.69K+ 0.36% |
$211K - $279K
|
465K
$113M
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.68K+ 11.26% |
$210K - $278K
|
16.6K
$4.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 7.0% |
$209K - $275K
|
25.5K
$6.19M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.67K+ 4.57% |
$209K - $275K
|
38.2K
$9.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.67K+ 0.54% |
$209K - $275K
|
309K
$75.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.67K+ 3.22% |
$208K - $275K
|
53.3K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.66K+ 0.94% |
$208K - $274K
|
179K
$43.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.65K+ 3.35% |
$206K - $272K
|
50.8K
$12.3M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.65K+ 5.31% |
$206K - $271K
|
32.6K
$7.91M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.64K+ 2.4% |
$205K - $270K
|
69.9K
$17M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.63K+ 20.94% |
$203K - $268K
|
9.39K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.61K+ 0.63% |
$202K - $266K
|
256K
$62.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 3.0% |
$201K - $266K
|
55.3K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.61K+ 4.3% |
$201K - $265K
|
39K
$9.48M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.61K+ 7.69% |
$201K - $265K
|
22.5K
$5.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.61K+ 0.46% |
$201K - $265K
|
355K
$86.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.6KNew |
$201K - $264K
|
1.6K
$389K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.59K+ 10.59% |
$199K - $263K
|
16.6K
$4.04M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.59K+ 3.33% |
$199K - $262K
|
49.4K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.59K+ 0.32% |
$199K - $262K
|
505K
$123M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.59K+ 0.55% |
$198K - $262K
|
293K
$71M
|
|
|
May 05, 2023
Q1 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
1.59K+ 1.65% |
$198K - $261K
|
97.5K
$23.7M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.57K+ 3.56% |
$196K - $259K
|
45.6K
$11.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.56K+ 1.37% |
$195K - $257K
|
115K
$28M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.55K+ 8.73% |
$194K - $255K
|
19.3K
$4.68M
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
BUY
|
- |
1.54K+ 39.72% |
$193K - $254K
|
5.42K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
1.54K+ 4.74% |
$192K - $254K
|
34K
$8.26M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.54K+ 1.5% |
$192K - $253K
|
104K
$25.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
1.52KNew |
$191K - $251K
|
1.52K
$370K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 8.18% |
$190K - $251K
|
20.1K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.52K+ 27.98% |
$190K - $251K
|
6.96K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.52K+ 1.86% |
$190K - $251K
|
83.4K
$20.3M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.52K+ 2.9% |
$190K - $250K
|
53.9K
$13.1M
|